Fund detail
Berkshire Hathaway (Buffett)
holding-company, quality, buffett
Quarters
52
2025-06-30
$257.52B
Positions
41
2026-03-31
2025-12-31
2025-09-30
2025-06-30
2025-03-31
2024-12-31
2024-09-30
2024-06-30
2024-03-31
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
2021-09-30
2021-06-30
2021-03-31
2020-12-31
2020-09-30
2020-06-30
2020-03-31
2019-12-31
2019-09-30
2019-06-30
2019-03-31
2018-12-31
2018-09-30
2018-06-30
2018-03-31
2017-12-31
2017-09-30
2017-06-30
2017-03-31
2016-12-31
2016-09-30
2016-06-30
2016-03-31
2015-12-31
2015-09-30
2015-06-30
2015-03-31
2014-12-31
2014-09-30
2014-06-30
2014-03-31
2013-12-31
2013-09-30
2013-06-30
Price is the latest implied close from the selected quarter's 13F (value ÷ shares). Est. Cost is a running average that assumes each quarter's trades cleared near the midpoint of consecutive 13F closes (or yfinance VWAP when available). Most accurate for slow accumulators, least accurate for activists who build positions in a few days.
| # | Issuer | Value ↓ | Weight | Shares | Share Δ | Share Δ % | Prev Weight | First Held | Price | Est. Cost | Unrealized % | Status |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | APPLE INC AAPL | $57.45B | 22.31% | 280,000,000 | -20,000,000 | -6.67% | 25.76% | 2016-03-31 | $205 | ~$40 | +418.21% | |
| 2 | AMERICAN EXPRESS CO AXP | $48.36B | 18.78% | 151,610,700 | +0 | +0.00% | 15.77% | 2013-06-30 | $319 | ~$75 | +326.67% | |
| 3 | BANK AMER CORP BAC | $28.64B | 11.12% | 605,267,375 | -26,306,156 | -4.17% | 10.19% | 2017-09-30 | $47 | ~$26 | +81.08% | |
| 4 | COCA COLA CO KO | $28.30B | 10.99% | 400,000,000 | +0 | +0.00% | 11.07% | 2013-06-30 | $71 | ~$40 | +76.39% | |
| 5 | CHEVRON CORP NEW CVX | $17.48B | 6.79% | 122,064,792 | +3,454,258 | +2.91% | 7.67% | 2020-12-31 | $143 | ~$134 | +6.95% | |
| 6 | MOODYS CORP MCO | $12.37B | 4.81% | 24,669,778 | +0 | +0.00% | 4.44% | 2013-06-30 | $502 | ~$61 | +723.22% | |
| 7 | OCCIDENTAL PETE CORP OXY | $11.13B | 4.32% | 264,941,431 | +0 | +0.00% | 5.06% | 2019-09-30 | $42 | ~$47 | -11.33% | |
| 8 | KRAFT HEINZ CO KHC | $8.41B | 3.26% | 325,634,818 | +0 | +0.00% | 3.83% | 2015-09-30 | $26 | ~$71 | -63.42% | |
| 9 | CHUBB LIMITED | $7.83B | 3.04% | 27,033,784 | +0 | +0.00% | 3.16% | 2024-03-31 | $290 | ~$259 | +11.84% | |
| 10 | DAVITA INC DVA | $4.81B | 1.87% | 33,796,541 | -1,345,938 | -3.83% | 2.08% | 2013-06-30 | $142 | ~$61 | +134.24% | |
| 11 | VERISIGN INC VRSN | $3.84B | 1.49% | 13,289,880 | +0 | +0.00% | 1.30% | 2013-06-30 | $289 | ~$52 | +460.67% | |
| 12 | KROGER CO KR | $3.59B | 1.39% | 50,000,000 | +0 | +0.00% | 1.31% | 2019-12-31 | $72 | ~$33 | +119.29% | |
| 13 | VISA INC V | $2.95B | 1.14% | 8,297,460 | +0 | +0.00% | 1.12% | 2013-06-30 | $355 | ~$51 | +592.86% | |
| 14 | SIRIUS XM HOLDINGS INC SIRI | $2.75B | 1.07% | 119,776,692 | +0 | +0.00% | 1.04% | 2024-09-30 | $23 | ~$24 | -2.62% | |
| 15 | MASTERCARD INC MA | $2.24B | 0.87% | 3,986,648 | +0 | +0.00% | 0.84% | 2013-06-30 | $562 | ~$62 | +801.77% | |
| 16 | AMAZON COM INC AMZN | $2.19B | 0.85% | 10,000,000 | +0 | +0.00% | 0.74% | 2019-03-31 | $219 | ~$89 | +145.62% | |
| 17 | CONSTELLATION BRANDS INC STZ | $2.18B | 0.85% | 13,400,000 | +1,391,000 | +11.58% | 0.85% | 2024-12-31 | $163 | ~$207 | -21.45% | |
| 18 | UNITEDHEALTH GROUP INC UNH | $1.57B | 0.61% | 5,039,564 | +5,039,564 | 2025-06-30 | $312 | ~$312 | +0.00% | |||
| 19 | CAPITAL ONE FINL CORP COF | $1.52B | 0.59% | 7,150,000 | +0 | +0.00% | 0.50% | 2023-03-31 | $213 | ~$98 | +118.19% | |
| 20 | AON PLC | $1.46B | 0.57% | 4,100,000 | +0 | +0.00% | 0.63% | 2021-03-31 | $357 | ~$230 | +54.84% | |
| 21 | DOMINOS PIZZA INC DPZ | $1.19B | 0.46% | 2,633,868 | +13,255 | +0.51% | 0.47% | 2024-09-30 | $451 | ~$429 | +5.05% | |
| 22 | ALLY FINL INC ALLY | $1.13B | 0.44% | 29,000,000 | +0 | +0.00% | 0.41% | 2022-03-31 | $39 | ~$40 | -2.59% | |
| 23 | POOL CORP POOL | $1.01B | 0.39% | 3,458,885 | +1,994,885 | +136.26% | 0.18% | 2024-09-30 | $291 | ~$323 | -9.63% | |
| 24 | LIBERTY MEDIA CORP DEL LLYVK* | $886.1M | 0.34% | 10,917,661 | +0 | +0.00% | 0.29% | 2023-09-30 | $81 | ~$32 | +152.83% | |
| 25 | NUCOR CORP NUE | $856.8M | 0.33% | 6,614,112 | +6,614,112 | 2025-06-30 | $130 | ~$130 | +0.00% | |||
| 26 | LENNAR CORP LEN | $779.7M | 0.30% | 7,048,993 | +7,048,993 | 2025-06-30 | $111 | ~$111 | +0.00% | |||
| 27 | LOUISIANA PAC CORP LPX | $487.1M | 0.19% | 5,664,793 | +0 | +0.00% | 0.20% | 2022-09-30 | $86 | ~$52 | +65.68% | |
| 28 | CHARTER COMMUNICATIONS INC N CHTR | $433.7M | 0.17% | 1,060,882 | -923,377 | -46.54% | 0.28% | 2016-06-30 | $409 | ~$229 | +78.62% | |
| 29 | LIBERTY MEDIA CORP DEL LLYVA* | $396.3M | 0.15% | 4,986,588 | +0 | +0.00% | 0.13% | 2023-09-30 | $79 | ~$32 | +149.00% | |
| 30 | HEICO CORP NEW HEI/A | $335.0M | 0.13% | 1,294,612 | +132,524 | +11.40% | 0.09% | 2024-06-30 | $259 | ~$185 | +39.66% |